Broadoak Asset Management, LLC

CRD 148901 · Bethesda, MD · $519.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148901
SEC number: 801-121842
Firm type: RIA
Assets under management: $519.0M as of Apr 30, 2026
Website: www.broadoak.com ↗
Phone: 301-358-2692
Address: 4800 Montgomery Lane, Bethesda, MD, 20814

Advisors at this firm

7 in our index · page 1 of 1

Holly Scott AtallahCRD 5513478 · Bethesda, MD

IA Registered
Calvin G AubreyCRD 6646372 · Bethesda, MD

IA RegisteredRegistration inactive
Michael Martin CaspaniCRD 5170960 · Bethesda, MD

IA RegisteredBroker
Henry Nmn DervishiCRD 7816733 · Bethesda, MD

IA Registered
Austin Robert DukeCRD 7909657 · Raleigh, NC

IA Registered
Daniel Stuart FriedmanCRD 6328787 · Bethesda, MD

IA RegisteredBroker
William Franklin SniderCRD 2553714 · Bethesda, MD

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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